Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,385,809
+$1,875,098 QoQ
Shares Held
4,683
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,399
of 3,488 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Keel Point, LLC holds $11,929,142 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,581 | $3,718,404 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
4,683 | $3,385,809 | |
| 3 | KLAC |
Kla Corp
|
5,885 | $1,775,563 | |
| 4 | ASML |
Asml Holding NV
|
669 | $1,330,935 | |
| 5 | AMBA |
Ambarella Inc
|
9,835 | $843,843 | |
| 6 | FORM |
Formfactor Inc
|
2,388 | $381,912 | |
| 7 | TER |
Teradyne, Inc
|
590 | $285,465 | |
| 8 | ACMR |
ACM Research, Inc.
|
1,633 | $207,211 |
All Filings in AMAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,385,809 | 4,683 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,510,711 | 4,420 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,443,512 | 5,617 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,158,623 | 5,659 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $1,063,636 | 5,810 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $679,887 | 4,685 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $768,752 | 4,727 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $980,346 | 4,852 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $839,888 | 3,559 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $631,888 | 3,064 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $458,982 | 2,832 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $393,059 | 2,839 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $444,605 | 3,076 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $360,751 | 2,937 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $307,720 | 3,160 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $252,016 | 3,076 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $280,309 | 3,081 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $415,170 | 3,150 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $480,262 | 3,052 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $380,912 | 2,959 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $380,492 | 2,848 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $228,608 | 2,649 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||